Today, Andrea and Rachel discuss how the wealthy are able to pass tax-free assets to their children through an incredible strategy employed by the ultra-rich. C.P.A. and C.F.P. Ross Powell joins us today to share his specialized knowledge and holistic approach to finances and investing.
Ross graduated from Angelo State University in 2009 with a dual Master's and Bachelor's degree and became a CPA shortly thereafter in March of 2010. He began his CPA career in San Angelo until 2014. His family then relocated to DFW and he worked at accounting firm KHA until 2020, at which time he began pursuing his desire to work in financial planning. Ross is a CERTIFIED FINANCIAL PLANNER™ practitioner. Active at Christ Freedom Church in Lewisville, Ross and his family are a part of a local body of believers that love the Lord. Ross is currently on the Board of Directors for Christian Community Action in Lewisville. Ross has been married to his wife, Savanna, for 14 years and they have a 11 year old daughter, Ginny.
Contact Ross: [email protected] | rosspowellcpa.com
Fun Money Podcast: https://podcasts.apple.com/us/podcast/fun-money-podcast/id1552966937
Christian Community Action: ccahelps.org
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